Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.16% |
$49.8 - $53.2
|
628
$31.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.4K+ 8.13% |
$566K - $605K
|
151K
$7.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-82.3K- 50.05% |
$4.1M - $4.38M
|
82.1K
$4.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
145+ 0.35% |
$7.22K - $7.71K
|
41.8K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
535+ 3.66% |
$26.6K - $28.5K
|
15.2K
$768K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.85K- 10.73% |
$241K - $258K
|
40.4K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.45K+ 10.24% |
$71.9K - $76.9K
|
15.6K
$789K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.86K+ 9.23% |
$92.4K - $98.8K
|
22K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-91K- 14.96% |
$4.53M - $4.84M
|
518K
$26.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 0.79% |
$84.1K - $89.9K
|
215K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-433- 2.68% |
$21.6K - $23K
|
15.7K
$797K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.39K- 2.66% |
$119K - $127K
|
87.5K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.5K+ 328.5% |
$674K - $720K
|
17.7K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.42K+ 8.94% |
$70.7K - $75.5K
|
17.3K
$877K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
301+ 0.93% |
$15K - $16K
|
32.6K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-291K- 41.07% |
$14.5M - $15.5M
|
418K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-64K- 32.08% |
$3.18M - $3.4M
|
135K
$6.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-820- 6.24% |
$40.8K - $43.6K
|
12.3K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.31K- 6.73% |
$264K - $282K
|
73.5K
$3.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
14.6K+ 32.31% |
$727K - $777K
|
59.8K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40.1K+ 5.35% |
$2M - $2.13M
|
790K
$40M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.08K- 2.23% |
$402K - $430K
|
355K
$18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
730+ 1.39% |
$36.3K - $38.8K
|
53.4K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-24- 0.43% |
$1.19K - $1.28K
|
5.62K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
33K+ 6.56% |
$1.64M - $1.76M
|
536K
$27.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
33+ 0.11% |
$1.64K - $1.76K
|
28.7K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-16.7K- 35.55% |
$831K - $888K
|
30.3K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
62.4K+ 6.55% |
$3.11M - $3.32M
|
1.02M
$51.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.23K+ 6.32% |
$410K - $438K
|
139K
$7.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
54.3K+ 54.17% |
$2.7M - $2.89M
|
155K
$7.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
655New |
$32.6K - $34.8K
|
655
$33.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.14K+ 2.22% |
$56.9K - $60.8K
|
52.7K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 1.49% |
$2.79K - $2.98K
|
3.69K
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13.3K+ 56.72% |
$662K - $707K
|
36.7K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
835+ 3.42% |
$41.6K - $44.4K
|
25.2K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-126K- 31.78% |
$6.26M - $6.69M
|
270K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
712KNew |
$35.4M - $37.9M
|
712K
$36.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.3K+ 5.17% |
$2.25M - $2.41M
|
922K
$46.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-46K- 10.06% |
$2.29M - $2.45M
|
411K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.66K+ 1.82% |
$431K - $461K
|
484K
$24.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-52- 0.1% |
$2.59K - $2.77K
|
51.8K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-132K- 8.22% |
$6.58M - $7.03M
|
1.47M
$74.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 64.71% |
$90.4K - $96.5K
|
4.62K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.8K- 10.83% |
$139K - $149K
|
23.1K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 0.8% |
$1.89K - $2.02K
|
4.81K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
176+ 1.07% |
$8.76K - $9.36K
|
16.6K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
279K+ 3.64% |
$13.9M - $14.8M
|
7.95M
$403M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-701- 72.34% |
$34.9K - $37.3K
|
268
$13.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
201+ 4.88% |
$10K - $10.7K
|
4.32K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-82.6K- 91.36% |
$4.11M - $4.39M
|
7.81K
$396K
|